Fagerhult Group Ab · OMXSTO:FAG
Fagerhult Group Ab — Q2 2026 Earnings Presentation
21 slides from Fagerhult Group Ab's earnings presentation, Jul 21, 2026
Slide 1: We light up your world
We light up your world 2026 Q2 results presentation 21 July, 2026
Slide 2: CEO comment
CEO comment • Order intake and sales increased, while profitability remained below expectation • Strategic priorities launched to improve performance, efficiency and competitiveness • Strong activity in energy-efficiency lighting and LED conversion projects • Increased collaboration across the Group
Slide 3: Q2 2026 in figures
Q2 2026 in figures • Order intake: 2 068 MSEK (1 905) 8.6% growth, adjusted to a 0.5% decline excluding currency effects and acquisitions of 171 MSEK. • Net sales: 1 974 MSEK (1 848) 6.8% growth, or -1.4% adjusted for currency and acquisitions. • EBITA beforeIAC : 113 MSEK (136). • EBITA marginbefor
Slide 4: YTD 2026 in figures
YTD 2026 in figures • Order intake: 4 037 MSEK (4 132) 2.3% decrease, adjusted to -8.1% for currency effects and acquisitions. • Net sales: 3 795 MSEK (3 788) 0.2% increase, adjusted to a decrease of 5.2% for currency effects and acquisitions. • EBITA beforeIAC: 158 MSEK (300). • EBITA marginbeforeI
Slide 5: Strategic review
Strategic review Priorities for profitable growth
Slide 6: Fagerhult Group: Priorities for profitable growth
Fagerhult Group: Priorities for profitable growth 1 2 3 Consolidation, cost Driving Continue leading in reduction, and a performance as one innovation, and sharper focus on Group, with clear focus on high- Europe responsibilities growth segments 6
Slide 7: Our strategy – from vision to value creation
Our strategy – from vision to value creation Our vision A world enhanced by light Step 1: Focus on profitability Step 2: Focus on growth Ambition 100% smart by 2030 Top 3 major European markets Group focus on new growth segments: defense, public investments, and data centers Where we play
Slide 8: Financial update
Financial update
Slide 9: Financial summary Q2
Financial summary Q2 Financial summary Q2 ─ Net sales increased by 6.8%, 1,974 (1,848) MSEK, organic -1.4%. ─ EBITA before IAC decreased during the period by -16.9% to 113 (136) MSEK. ─ Earnings per share before IAC amounted to 0.08 (0.32) SEK. ─ The lower performance impacted the operating cash flo
Slide 10: Financial summary YTD
Financial summary YTD Financial summary YTD ─ Net sales increased by 0.2% to 3,795 (3,788) MSEK, organic -5.2%. ─ EBITA before IAC was 158 (300) MSEK, which is lower by -47.4% compared to last year. ─ Earnings per share before IAC amounted to -0.09 (0.76) SEK. ─ The weaker EBITA results in a lower c
Slide 11: Sales development
Sales development Net sales R12 Net sales R12, MSEK 11
Slide 12: Margin development
Margin development EBITA marginbefore IAC by quarter and R12 EBITA before IAC,% Rolling 12 months 12
Slide 13: Collection
Collection Financials Q2 ─ Order intake 894 (884) MSEK, organic 2.0% ─ Net sales 886 (886) MSEK, organic 1.0% ─ EBITA margin before IAC 8.6 (10.7)% Business update • The overall performance of the BA remained mixed. • iGuzzini delivered stable sales despite continued weak demand across several marke
Slide 14: Premium
Premium Financials Q2 ─ Order intake 608 (637) MSEK, organic -4.4% ─ Net sales 601 (659) MSEK, organic -8.8% ─ EBITA margin before IAC 10.0 (14.5)% Business update • During the quarter BA Premium continued to face subdued demand with low new-build activity and a limited number of large projects. • S
Slide 15: Professional
Professional Financials Q2 ─ Order intake 378 (234) MSEK, a total increase of 61.5% mainly explained by the contribution from Trato TLV ─ Net sales 366 (192) MSEK, organic 10.0% ─ EBITA margin before IAC 2.2 (-6.7)% Business update • The second quarter delivered continued strong organic sales growth
Slide 16: Infrastructure
Infrastructure Financials Q2 ─ Order intake 170 (147) MSEK, organic 16.0% ─ Net sales 164 (163) MSEK, organic 2.4% ─ EBITA margin before IAC -2.2 (0.2)% Business update • Private industrial segments remained cautios with investment decisions being postponed while publicly funded sectors were more re
Slide 17: Cash flow
Cash flow Operating cash flow by quarter and R12 Cash flow by quarter, MSEK Rolling 12 months 17
Slide 18: Net debt development
Net debt development Net debt and Net debt/EBITDA ratio Net debt, MSEK Net debt/EBITDA* *EBITDA adjusted for acquisitions/divestments on a proforma basis and excluding items affecting comparability 18
Slide 19: Earnings per share
Earnings per share Earnings per share before IAC by quarter, SEK Rolling 12 months 19
Slide 20: Conclusion and recap
Conclusion and recap • Order intake stabilized through most of the quarter, despite continued customer caution and prolonged investment decisions • Activity remained strong in energy-efficient lighting, LED conversion projects, and several attractive growth segments • Focus is on improving profitabi
Slide 21: Q&A
Q&A